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An exciting opportunity has arisen to join a fast-growing and forward-thinking financial planning firm that prides itself on making advice accessible, understandable, and valuable to its clients. The business is known for its supportive team culture and genuine investment in employee development.
As an IFA Administrator,you will play a key role in delivering high-quality support to financial advisers and clients. This role is ideal for someone with a passion for client service, strong organisational skills, and a desire to progress within the financial services industry.
Key Responsibilities
- Act as the first point of contact for clients, handling enquiries and providing excellent service
- Support Financial Advisers with all administrative tasks relating to investments, pensions, and mortgages
- Book and manage adviser calendars and client appointments
- Prepare meeting packs, valuation reports, and new business application forms
- Ensure all client files and records are compliant and accurately maintained
- Process new business and monitor cases through to completion
- Draft correspondence to clients and providers
- Provide clients with regular updates, valuations, and case status
- Maintain the back-office system and handle ad-hoc administrative tasks as required
What You’ll Need
- Previous experience in a client servicing or financial planning support role (desirable)
- Excellent communication skills and a strong client-focused approach
- Ability to build relationships with clients, providers, and investment partners
- Understanding of financial products and processes is an advantage
- Team-oriented with a proactive, organised approach to work
Benefits
- Basic salary up to £33,000
- Generous holiday entitlement
- Flexible working hours between 8am - 6pm
- Private medical insurance
- Life insurance
- Pension contributions
- Funding for industry-specific exams and professional development
- Flexible working environment and career progression opportunities
This is a fantastic opportunity to join a growing and supportive firm where your contribution will be truly valued, and your development genuinely supported.
